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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,848 | $217,427-43.0% | $185,837-33.4% | $167,518-26.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.35% | 148.39%-129.0pp | 122.08%-102.7pp | 478.71%-459.4pp |
| Employer contribution / active EE | $2,413 | $5,874-58.9% | $5,168-53.3% | $4,838-50.1% |
| Participant deferral / active EE | $7,008 | $6,357+10.2% | $5,568+25.9% | $6,342+10.5% |
| Admin fee / account holder | $1,015 | $19,816-94.9% | $16,241-93.8% | $12,312-91.8% |